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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,315 | $27,632-26.5% | $61,452-66.9% | $68,486-70.3% |
| Participation rate | 44.0% | 39.5%+4.5pp | 52.6%-8.6pp | 67.9%-23.9pp |
| Annual return | -17.34% | -13.24%-4.1pp | 338.96%-356.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,400 | $696+101.2% | $1,160+20.7% | $2,597-46.1% |
| Participant deferral / active EE | $2,404 | $1,264+90.3% | $2,125+13.2% | $4,028-40.3% |
| Admin fee / account holder | $193 | $2,010-90.4% | $2,131-90.9% | $5,404-96.4% |